Formstack Documents vs. Xpertdoc

[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.

Incentivized

The best part I found about Xpertdoc is its completely automated process, and it saves our valuable time. Our staff deal with documents and can create documents using premade templates that we need for more than 2 months if we are going to build from scratch. And another positive aspect of Xpertdoc is its friendly and helpful experts on their support and setup team.

• Excellent integration with other popular platforms
• Clear and usable documentation to walk through setup in a number of scenarios
• Responsive support that provided appropriate answers when we had questions
• Flexibility in use cases that support multiple modes of use

Incentivized

• As we have our own CRM it easily gets integrated to our CRM, so its very easy for data handling and send dynamic data, charts, and analytics.
• As its help our company documentation completely automatic

Incentivized

• We've had some issues with document formatting when the Formstack document comes through. Nothing outrageous, but it has been very inconvenient and annoying.
• The Formstack website is not attractive or user friendly.
• I think it could be clearer to Formstack users that it is a tool that needs another tool, not a tool all its own.

Incentivized

• As I use it I find it a very good software for small scale industry.

Incentivized

Ease of use, nice functionality that saves time

Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.

Incentivized

Each of the programs above answered a specific call to action. While each addressed a small portion of our need, they never quite fit the bill for what we needed. It was actually a representative from three of the ones above which selected WebMerge. They wanted to sell their product, but knew that we would be unfulfilled if we went with them

Incentivized

• The return on investment has been very good. It's very cost effective product. Our service team is on the phone and it takes away from the customer service if they are having to input the same information on applications. Web Merge eliminates additional key strokes while giving customers more time to run their business.

Incentivized